Retirement Plan Consultant
Company: Fisher Investments
Posted on: September 14, 2019
The Fisher Investments 401(k) Solutions Group has an amazing
opportunity to provide clients with a remarkable solution. We have
a very different retirement platform; it is specifically built for
small and mid-sized business retirement plans (401k, Profit
Sharing, Cash Balance, DB Plans, etc.) and aimed to provide 3(38)
full fiduciary coverage, in-person client service & investment
guidance, multiple record-keeping & TPA options, and investment
flexibility above what is typically offered.
Help smaller plans, who are typically underserviced, by offering a
personalized and robust service typically reserved for much larger
organizations. The small plan space of $1-10m retirement plans is
significant in size and scope, and represents a huge potential for
the right candidate to sell in a consultative function working
directly with company owners and decision makers. All we need is
someone like you, who can appreciate how our platform is better
suited to the small plan space than most options. This role
requires experience selling in the qualified retirement plans
space, selling direct to small plan space sponsors.
- Retirement Plan Consultants are provided in-person meetings
with plan sponsors set by our 4S internal sales group as well as 4S
marketing generated plan sponsor leads for you to contact and set
- You'll be supported by a dedicated 4S sales success and service
department and can believe in the service you sell, because you
won't be selling products.
- You will be providing financial solutions to clients, based on
plan sponsor and employee goals and needs.
- 5+ years of experience
- We're looking for someone who is highly competitive, goal
oriented, and can sustain high levels of activity (both via phone
conversations and in-person meetings).
- Experience selling qualified plans direct to plan
- An in-depth understanding of the retirement plan space with the
ability to articulate the complexities within it.
- Comfortable and experienced working in a pay for production
Why Fisher Investments:
Fisher Investments is a different kind of investment firm. We don't
come from Wall Street, nor do we believe we fit in with most of the
finance industry, and we're proud of that. We work for a bigger
purpose: bettering the investment universe. From unmatched service
to innovative perspectives on investing, it's the people that make
the Fisher purpose possible. After all, it's our people that enable
us to offer the level of service that we do. And we invest in them
accordingly, offering exceptional benefits like:
- 100% coverage of premiums for health, vision and dental
- A 50% 401(k) match, up to the IRS maximum
- 8 week paid Primary Caregiver Parental Leave
- And much, much more
We also provide a cumulative, continuous learning and development
framework customized for every employee. This emphasis on personal
and professional growth has yielded an award-winning work
environment; we're Great Place to Work Certified, and The Oregonian
named us as a 2017 and 2018 Top Workplace.
But in the end, it's not the perks that keep people here. They stay
because they believe in our mission of service-our employees want
to make a difference in an industry that can do better.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Keywords: Fisher Investments, Columbus , Retirement Plan Consultant, Professions , Columbus, Ohio
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